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Role Description

Technology Manager

A Technology Manager role is filled by a Technology Services Director, Director of Infastructure, Director of Release Management, Executive Director of Services, or above.

Responsibilities:

 SDLC Note Action: AUDIT Workflow Not Needed  Chooses the SDLC Design pattern for a given project.  Approval; Proceed to Develop Phase

 Approval: System Change

Development Manager

A Development Manager role is filled by a Technology Services individual responsible for managing a group of Developers.

Responsibilities:

 Approval: Design Worksheet  Approval: Technical Specification

Business Analyst

The Business Analyst Role is typically filled by a Technology Services Director or Technology Services Associate. The Business Analyst is responsible for initial problem identification and business need analysis, full life cycle ownership of project data in Display tab on SharePoint, full life cycle communication to end user/project Sponsor about project status and progress, and participates in User Acceptance and Training.

Responsibilities:

 All Status changes in SharePoint.  Document: Concept Proposal  Approval: Project Initiation

 Document: Vision and Scope (optional)  Document: Functional Specification

Project Manager

The Project Manager manages timelines, coordinates resources, and manages documents associated with the project. The project manager must continually collaborate with the Release Management team throughout the project planning process in order to accurately represent project delivery dates within the Release Calendar.

Responsibilities:  Project Plan

Technical Lead

A Technical Lead may be assigned from the Developer team, should the size of the project warrant one. The Technical Lead becomes a liaison between Architect, Project Manager, and

Business Analyst for communicating the Developer team progress, roadblocks, successes, etc. The Technical Lead is responsible for acting as an escalation point for project resource issues, determining response to scope changes, and potentially managing effects of Change Requests. He or she is also responsible for crafting Design pursuant to standards and frameworks

identified for the enterprise architecture. The Technical Lead responds to the Business Analyst’s Functional Specification with a Technical Specification when the size of the project merits one. Responsibilities:

 Document: Design Worksheet (depends on project size)

 Approval: Design Worksheet (watch for conflict of interests: the author and approver of the Design Worksheet cannot be the same person)

 Approval: Technical Specification (watch for conflict of interests: the author and approver of the Technical Specification cannot be the same person)

Architect In larger projects, an Architect will be assigned from the Architecture team. This individual still essentially acts as the Technical Lead for the project.

The Architect is responsible for acting as an escalation point for project resource issues, determining response to scope changes, and potentially managing effects of Change Requests. He or she is also responsible for crafting Design pursuant to standards and frameworks

identified for the enterprise architecture. The Architect responds to the Business Analyst’s Functional Specification with a Technical Specification when the size of the project merits one. Responsibilities:

 Document: Build versus Buy Recommendation (depends on project size)

Developer The Developer is responsible for writing code and performing unit tests on code. Responsibilities:

 Standardized in-line comments in code.  Comments in source code control database.  Unit Test results communication to QA Analyst  Document: Design Worksheet

 Document: Code Review Instructions  Document: Code Promotion Instructions  Document: Supplemental Testing Instructions  Document: Supplemental Training Instructions

IT

Operations Lead

The IT Lead is a member of the Infrastructure team. Responsibilities:

 Document: Backup Plan

 Document: Server, Network, Storage, and Security Report  Document: Capacity Plan

 Approval: IT Release Approval

Trainer The Trainer is responsible for creating training documentation and for end-user training. Responsibilities:

 Document: Training Plan

 Document: Training Document / User Manual

Code Reviewer

Depending upon the size of a project, the Code Reviewer may be an Architect on the Architecture team or a Development Manager or a peer Developer from the Services team. Responsibilities:

 Reviewing code written by Developers  Document: Code Review Worksheet  Approval: Code Review

Release Manager

The Release Manager is a staff person on the QA and Release Management team. To control for conflict of interests, the Release Manager ought never to develop code on the systems that he or she is responsible for releasing code to, except under extreme and well-monitored circumstances.

Responsibilities:

 Code builds and compiles

 Application configuration management

 Strategic bundling of release components (multiple projects in one release)  Code promotion to QA and Production environments

 Document: Release Plan  Status Change: Released to QA  Status Change: Released to Production

QA Analyst The QA Analyst is a staff person on the QA and Release Management team. To control for conflict of interests, the QA Analyst cannot be a Developer responsible for writing code. Responsibilities:

 Documenting testing procedures  Executing test plans

 Reporting the results of testing

 Collecting the results of Developer unit tests in order to appropriately inform the overall testing process.

 Document: Functional Test Plan  Document: Structural Test Plan  Approval: Quality Assurance  Milestone: Failed Quality Assurance  Approval: Confirmed in Production

End User Stakeholder Sponsor

The End User is the project originator or Sponsor. The business need that he or she articulates ultimately determines the scope of a project. A project Sponsor may appoint a Stakeholder to serve as the primary “end user,” to review and approve the project documentation and

deliverables. The End User also ultimately determines whether or not a project will be accepted. The End User can change the scope of a project by formally making a Change Request through the Business Analyst.

Responsibilities:

 Initiating the project

 Requesting changes to scope

 Collaborating with all members assigned to project to guarantee successful completion  Approval: Concept Proposal

 Approval: Functional Specification  Approval: User Acceptance (Planning)  Approval: User Acceptance (QA)  Approval: User Acceptance (Production)

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